PODCAST

Opportunity Zones Podcast

OpportunityZones.com

Defer and eliminate capital gains tax with Opportunity Zone investments.

business investing

All Episodes

23:32

Rural Community Impact In Opportunity Zones, With...

Opportunity Zones Podcast ·

2022/12/23

The vast majority of Opportunity Zone developments are urban. But there are also rural areas taking advantage of the Opportunity Zone tax incentive to raise equity for community projects. Jennifer Whitney, founder of River Queen Holdings, joins the show to discuss one such rural Main Street project that she is working to develop in the gateway community of Bishop, CA. Show notes: https://opportunitydb.com/2022/12/jennifer-whitney-239/

25:36

Regenerative Agriculture And Opportunity Zones, With...

Opportunity Zones Podcast ·

2022/12/20

Perennial crop farms and regenerative agriculture in many ways overlaps with Opportunity Zones, creating a positive financial benefit for investors, as well as a positive environmental impact. Kevin Maher, founder of CrannMor Advisors, joins the show to discuss how his group is utilizing Opportunity Zones to raise equity for their regenerative farming operations in upstate New York. Show notes: https://opportunitydb.com/2022/12/kevin-maher-238/

25:53

Economic Uncertainty And Opportunity Zones, With Noah...

Opportunity Zones Podcast ·

2022/12/15

This year has been a turbulent one for investors. But does economic turmoil and fear in the market create a unique opportunity for investors and fund sponsors? Noah Weiss, managing director and COO at Atlas Real Estate Partners, joins the show to discuss why now may be a perfect time to strike on new deals in high quality Opportunity Zone locations. Show notes: https://opportunitydb.com/2022/12/noah-weiss-237/

40:28

Why December Is A Great Month For OZ Investing, With...

Opportunity Zones Podcast ·

2022/12/13

The month of December in 2019, 2020, and 2021 was the strongest equity raising month in each of those years for Opportunity Zone investors. Will 2022 turn out the same? Erik Hayden, founder and CEO of Urban Catalyst, returns to the show to provide a year-end status update on Urban Catalyst and give his thoughts on why December is traditionally the most popular month of the year for investing in Qualified Opportunity Funds. Show notes: https://opportunitydb.com/2022/12/erik-hayden-236/

42:56

The Recession's Impact On The OZ Marketplace, With...

Opportunity Zones Podcast ·

2022/12/08

The economic recession of this year has had impacts across the broad financial markets, including real estate transactions, impacting Opportunity Zone investors. Brett Siglin, partner at Jennings Strouss, joins the show to discuss the impact of the recession on the Opportunity Zones marketplace, and what he expects for 2023. Show notes: https://opportunitydb.com/2022/12/brett-siglin-235/

57:22

Applying Renewable Energy Tax Credits To Opportunity...

Opportunity Zones Podcast ·

2022/12/06

The Inflation Reduction Act of 2022 restored and enhanced more than two dozen clean energy tax credits. But how can these tax credits be applied to Opportunity Zone projects? Marc Schultz, partner at Snell & Wilmer, joins the show to provide a visual presentation on how the Inflation Reduction Act may interact with certain OZ projects, particularly those that participate in renewable energy initiatives. Show notes: https://opportunitydb.com/2022/12/marc-schultz-234/

55:13

Opportunity Zone Panel From GTIS Investor Day 2022,...

Opportunity Zones Podcast ·

2022/12/01

In October, GTIS Partners hosted their GTIS Investor Day at their headquarters in New York City, which included market insights panels, followed by an Opportunity Zone project tour in New Jersey. Today's podcast episode a recording of that event's Opportunity Zones panel, featuring Jimmy Atkinson from OpportunityDb, Peter Ciganik from GTIS Partners, Joseph Scalio from KPMG, and Kunal Shah from iCapital. Show notes: https://opportunitydb.com/2022/12/gtis-investor-day-233/

38:42

Opportunity Zones For Wealth And Tax Strategy, With...

Opportunity Zones Podcast ·

2022/11/29

Opportunity Zones can be a powerful tool in wealth creation and wealth preservation. The tax benefit has the ability to compound, which not only preserves but creates wealth. Brian Duren, signing director at CliftonLarsonAllen (CLA), joins the show to discuss the Opportunity Zone lifecycle, and the role that the unique tax benefits of OZ investing can play in wealth planning. Show notes: https://opportunitydb.com/2022/11/brian-duren-232/

26:20

How To Due Diligence OZ Funds, An OZ Pitch Day Panel...

Opportunity Zones Podcast ·

2022/11/22

In this panel from OZ Pitch Day Fall 2022, Kirk Walton and Gordon Goldie review strategies for performing due diligence on OZ funds. Show notes: https://opportunitydb.com/2022/11/due-diligence-231/

25:14

Opportunity Zone Investing Trends For 2023, An OZ...

Opportunity Zones Podcast ·

2022/11/17

In this panel from OZ Pitch Day Fall 2022, Paul Saint-Pierre and John Sciarretti discuss current trends in the OZ marketplace and what this means for OZ investors. Show notes: https://opportunitydb.com/2022/11/investing-trends-230/

17:59

OZ Pitch Day Keynote Address By Shay Hawkins (Episode...

Opportunity Zones Podcast ·

2022/11/15

In this keynote address from OZ Pitch Day Fall 2022, Shay Hawkins takes a look back at the first few years of the Opportunity Zone program and predicts what may lie ahead. Show notes: https://opportunitydb.com/2022/11/shay-hawkins-229/

29:56

Midterm Election Outcome & Opportunity Zones, An OZ...

Opportunity Zones Podcast ·

2022/11/11

In the wake of the midterm elections, how might the balance of power in the next session of Congress affect Opportunity Zones in 2023 and beyond? Also, potential legislative changes that could form a new "Version 2.0" of Opportunity Zones, and what the OZ industry can do to help its own cause. Alex Bhathal, managing partner at Revitate, and Brett Siglin, partner at Jennings Strouss Law Firm, join the show to discuss the impact of the 2022 midterm elections and the future of OZ tax policy.. Show

36:05

OZ Investing For Community Impact, With Allivate...

Opportunity Zones Podcast ·

2022/11/08

How can the Opportunity Zone incentive catalyze community impact-oriented investing? Allivate Impact Capital's co-founders, Noelle St.Clair Lentz and Doug Schaeffer, join the show to discuss how investing for impact can catalyze positive community outcomes, and lead to lucrative financial returns for investors. Show notes: https://opportunitydb.com/2022/11/allivate-impact-capital-227/

2:40

How To Attend OZ Pitch Day On Nov. 9th - OZPitchDay.com

Opportunity Zones Podcast ·

2022/11/07

Register now at OZPitchDay.com. (Plus, get your free bonus guides!) OZ Pitch Day is the biggest online Opportunity Zones event of the year. It's a free, one-day, live event that takes place via Zoom -- Wednesday, November 9th.

33:41

Opportunity Zone Success After Four Years, With...

Opportunity Zones Podcast ·

2022/11/03

Four years into the launch of the first Qualified Opportunity Funds, how have expectations of the tax policy changed? And what types of success have some early adopters had so far? Stephanie Copeland, managing partner at Four Points Funding, joins the show to provide an update on her team's efforts to develop in Opportunity Zone communities in Colorado over the past four years. Show notes: https://opportunitydb.com/2022/11/stephanie-copeland-226/

48:18

Leveraging OZs For Urban Revitalization, With Sherri...

Opportunity Zones Podcast ·

2022/11/02

The Opportunity Zones tax policy can be utilized as a tool to help revitalize urban neighborhoods. But getting the local communities involved can often be a challenge. Sherri Franklin, founder and CEO of Urban Design Center, and Delores Brown, CEO of Community Economic Development Corporation, join the show to discuss how they are working with investors and local residents to catalyze revitalization of urban communities in Los Angeles and Long Beach. Show notes:

12:17

What The Opportunity Zones Industry Needs Now, With...

Opportunity Zones Podcast ·

2022/10/25

Opportunity Zones have raised over $100 billion of capital. But what good is it doing? Blake Christian, CPA and tax partner at HCVT, joins the show to discuss the importance of advocacy on behalf of the Opportunity Zones policy. Show notes: https://opportunitydb.com/2022/10/blake-christian-224/

18:40

OZ Job Creation Success Story: MIT Modular, With Roi...

Opportunity Zones Podcast ·

2022/10/18

Four years into the Opportunity Zone program, success stories are abundant. Today's podcast episode is the first in a series of episodes that will highlight stories of true impact that the OZ program has helped to create. Roi Maufas, co-founder and lead designer at MIT Modular, joins the show to share the job creation success story of MIT Modular, a builder of affordable, sustainable housing. Show notes: https://opportunitydb.com/2022/10/roi-maufas-223/

16:37

OZ Expo Phoenix 2022 Recap, With Ashley Tison...

Opportunity Zones Podcast ·

2022/10/11

Ashley Tison and I have been to nearly every Opportunity Zone Expo since the group began organizing conferences in early 2019. While the early Expos were focused on navigating the new legislation and regulations, this most recent Expo in Phoenix earlier this month served to highlight the need for the more mature industry -- now four years into the program -- to tell more Opportunity Zone success stories, in the hopes that the policy eventually gets reformed and extended. On today's episode, OZ Pros

42:54

Revitalizing Mobile Home Communities In Opportunity...

Opportunity Zones Podcast ·

2022/10/04

Opportunity Zones are helping drive capital into the revitalization of mobile home park communities in some of the country's poorest areas. Sam Hales, founder and CEO of Saratoga Group, joins the show to discuss how he has used Opportunity Zones over the past few years to revitalize poorly run mobile home communities, and why MHCs can be a good inflation-resistant asset class for investors. Show notes: https://opportunitydb.com/2022/10/sam-hales-221/

402 results

Opportunity Zones Podcast

All Episodes

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...